Innovator US Equity Ultra Buffer ETF December
UDEC
56 hedge funds and large institutions have $71.3M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
32% more capital invested
Capital invested by funds: $54M → $71.3M (+$17.3M)
14% more funds holding
Funds holding: 49 → 56 (+7)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
2.49% less ownership
Funds ownership: 71.36% → 68.88% (-2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.74M |
| 2 |
DIM
Delta Investment Management
San Francisco,
California
|
+$7.57M |
| 3 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$1.7M |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.49M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
-$6.12M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3.3M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$772K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$422K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$392K |
UDEC Hedge Fund Activity: Q1 2023 in Review
56 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q1 2023, worth a combined $71.3M — up 32% from $54M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new UDEC positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $9.74M. The largest seller was Fermata Advisors, cutting an estimated $6.12M.
- 56 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q1 2023, up from 49 in Q4 2022.
- Funds reported $71.3M of Innovator US Equity Ultra Buffer ETF December stock for Q1 2023, up 32% quarter-over-quarter.
- 11 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q1 2023 and 4 closed out, a net change of +7 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q1 2023 was Cetera Investment Advisers, an estimated $9.74M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q1 2023 was Fermata Advisors, an estimated $6.12M sold.
Based on aggregated 13F filings for Q1 2023.